Independents` Day 2009: The Future of the Financial Services Industry Globally

Long awaited IBM Institute for Business Value Study to be unveiled in April
NEW YORK--(Business Wire)--
One of the highlights at the April 8th` Fifth Annual Independents` Day Research
Conference, to be held at the Bloomberg Headquarters and conference complex in
New York City in NYC, will be a detailed preview of the recently completed 18
month research study, conducted by the IBM Institute for Business Value (IBV),
on the future of the financial services industry globally.

"At a time when the financial service industry is facing the most significant
changes since the last depression, this timely research study should be of great
interest to every investment manager, director of research, portfolio manager,
and indeed any asset manager tasked with strategic planning" said Patrick Shea,
Executive Director of the Investorside Research Association. In addition to
detailed financial projections of the domestic and global markets going forward,
the IBM study examines how regulatory change, commoditization, client
expectations and other factors will change the competitive landscape.

"Only an organization with the size, breath and resources of IBM could undertake
and complete a project of this magnitude", said Shea "and even then it took 18
months instead of the 12 months normally devoted to projects of this type." The
IBM IBV employs over 60 researchers throughout the globe who conducted thousands
of interviews with all the major industry players, examining every aspect of the
industry. Researchers sought answers to the most fundamental questions faced by
strategic planners; including how and why firms must redesign their
organizations to remain competitive in the new environment.

The IBM IBV has shared its previous research studies with over 5,000 executives
throughout the world, including those from such firms such as Goldman Sachs,
Morgan Stanley, UBS, Credit Suisse, Deutsche Bank, Barclays, JPMC, Citigroup,
Bank of Tokyo-Mitsubishi UFJ, State Street, Fidelity, UTI Asset Management,
Development Bank of Singapore, China Construction Bank, Kuwait Investment
Authority, Temasek, NYSE, LSE, among many others

Independents` Day 2009 will also feature four panels, ten case study
presentations and guest speakers including Charles Gasparino, CNBC on air editor
and noted author. Panel discussions will cover topics including the future of
credit research, expert networks and research management, in addition to a panel
focusing on regulatory changes anticipated in the wake of unprecedented market
conditions. The conference will feature contributions from over forty content
providers representing a variety of investment managers, independent research
providers and professional organizations including Bloomberg, Knight, Integrity
Research Associates, Argus Research, Majestic Research, RiskMetrics, Business
Intelligence Advisors (BIA), OTR Global, New York Society of Security Analysts
(NYSSA), and the SEC Division of Trading and Markets.

Independents` Day provides a forum for "certified" independent research
providers to showcase cutting edge research techniques and methodologies in
addition to case studies demonstrating the effectiveness of their proprietary
research. It is anticipated that several Independents` Day 2009 case studies are
likely to be nominated for awards later this year at the Annual Investorside
Members Day conference. Last year`s award winners included firms that uncovered
the pending subprime debacle well before it was discovered, in one case, as
early at 2005.

Investment advisors, foundation trustees and other qualified institutional
investors are welcome to register at our website www.Investorside.org in the
upcoming events section.

About Investorside

The Investorside Research Association is a non-profit trade association of
investment research providers that do not engage in investment banking, company
consulting or research-for-hire. Our members constitute the leading investment
research firms in the world, providing research that works purely for investors.
Through its robust certification process, Investorside is the only organization
that certifies and represents independent investment research providers.

Investorside Research Association
Patrick Shea, 877-834-4777
pshea@investorside.org

Copyright Business Wire 2009